Multi-site accountancy firm makes big savings with new system

30 May 2017

Wellers Accountants have 4 offices across the UK. All sites had their own different telephone system and receptionist. Many employees are mobile making it difficult for colleagues to identify their location and availability. Out of the office, employees used their mobiles as their primary communication source. This resulted in very high phone costs each month.

After

GHM installed a multi-site system that integrates with the Wellers CRM system automatically displaying associated client information for each call.

All company mobile phones now operate also as internal extensions that can be used in and out of the office, with free calls.

Wellers now need only one receptionist and so they now benefit from additional resources. Call spend was reduced saving £45,000.00 over the expected lifetime of the system.

Call lengths are automatically recorded against each client CRM record for more accurate billing and efficient working.

The solution installed by GHM Communications has delivered real tangible benefits to Wellers. We now have the ability to work from any location using a single sign on. We have the ability to quickly see any users’ availability at any time at any location. The solution integrates with our internal CRM system allowing staff to deal with clients more efficiently and book associated time to accounts. The savings and efficiencies have been significant.